MN discn PPR and is SGH undervalued ?, page-74

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Krispytech

4,431 Posts.

11/12/16

15:32

Post #: 21256484
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Originally posted by Warnie ↑

That's having rose coloured glasses on.
You don't need the lawyers to motivate lawyers, in fact if you were an employee receiving SGH shares YOY and investing your own hard earned too, Id say you'd be pretty switched off to the fish rotting at the top and still there, wouldn't you?

NAB and Westpac will follow suit next IMO, their SGH debt is already sitting in the stressed column, watch this space. Will just leave the 2nd tiers, they will ptob hang around.

Hedge = exit program already in place.
Perhaps you should refer to some of their past dealings: Alinta might be a logical starting point.

Value is in the eye of the beholder.

Anchorage may take D F E at some point, but not until all the boxes are lined up and the major debt holders released into syndicated hands.

Shareholders need to be prepared.
My best guess at this point over next 18 months is SGH will be broken into pieces, and privatised off.

Short term the hedge funds will take over the majority of debt, and may then take equity position if required.

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Shareholders need to be prepared.
My best guess at this point over next 18 months is SGH will be broken into pieces, and privatised off.
HAHAHA,
In 18 months time SGH will have annual revenue of 1 billion and EPS of 45-50 cents.
Come of UR high horse and stop misguiding SGH long term investors.

SGH Price at posting: 28.0¢ Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

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MN discn PPR and is SGH undervalued ?, page-74

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